“We have written the website in plain language that’s free of jargon, so that investors can understand the content better and develop confidence with their finances,” said Tom Hamza, president of Investor Education Fund. “Investors can learn important topics such as how compounding works or the impact that fees have on mutual fund returns. Navigating is intuitive, so investors can quickly find the information they’re looking for.”
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Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
5h ago -
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
6h ago -
In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
6h ago -
The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.
8h ago -
A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.
September 12 -
Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.
September 12